This article will cover how to upload inventory into PhoneX with a spreadsheet if you use PhoneX as your system of record, meaning you don't keep another system (like for managing inventory and orders) in sync with PhoneX.
If you do have another system that you keep in sync with PhoneX through spreadsheet uploads, here is the article you should visit: How to Add and Update Inventory if You Keep PhoneX and Your External System in Sync with Spreadsheet Uploads.
1. First, head to your Inventory page.
Here, you can add new SKUs and update on-hand amounts using the Inventory Import.
When you import new inventory, you will upload your entire list of inventory every time.The system will do the math and show you the differences between the previous item quantities in PhoneX and your updated quantities with the new inventory import.
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2. Click Import in the top right to get the inventory template, or click Export to download and update your current inventory.
3. Fill out the spreadsheet.
- To add a new SKU, add a row with Item #.
- Use the dropdown for Warehouse to select a warehouse code that matches the code you configured for your account. Doing this ensures that you won't get an import error.
- For each item, fill out the quantity you have on hand and the cost (only if you need to update cost).
- Fill out the Reference Description field to help you add Item Attributes after you upload inventory.
4. Once your spreadsheet is ready, click Import to upload your inventory to PhoneX.
Upload or drag and drop your file.
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5. You will see updates and additions from your import.
If everything looks right, click Save Changes.
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6. Click on Export to download your inventory list at any time.
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